Audrey Schmidt, CFP, is a seasoned financial advisor dedicated to providing strategic financial guidance to executives and high-net-worth individuals. With a deep understanding of executive compensation, Audrey specializes in crafting tailored plans that optimize wealth accumulation and secure long-term financial well-being. A graduate of Cornell University, Audrey leverages a strong foundation in financial principles to navigate the complexities of deferred compensation, equity-based awards, and retirement planning. Her commitment to clear communication and personalized service ensures clients feel confident and informed every step of the way. When she's not strategizing for your financial future, Audrey can be found pursuing her passion: collecting first-edition mystery novels from the 1920s.
💡 Fun Fact: I collect first-edition mystery novels from the 1920s.
